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OTCKX vs PMBPX
OTCKX vs PMBPX Comparison
Open Charts OTCKX vs PMBPX
MFS Mid Cap Growth R6
Price$34.09
Change+$0.37 (+1.10%)
VolumeN/A
Net Assets15.58B
OTCKX vs PMBPX Comparison Chart in %
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OTCKX vs. PMBPX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OTCKX is a Buy and PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. OTCKX (15.6B). PMBPX pays higher dividends than OTCKX: PMBPX (0.01) vs OTCKX (0.00). OTCKX was incepted earlier than PMBPX: OTCKX (13 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than OTCKX (0.67). OTCKX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCKX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 15.41 vs. OTCKX (7.85). PMBPX return over 5 years is better than : 59.60 vs. OTCKX (41.16).
| OTCKX | PMBPX | OTCKX / PMBPX | |
| Total Expense Ratio | 0.66 | 0.83 | 80% |
| Annual Report Gross Expense Ratio | 0.67 | 0.83 | 81% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 8.498 | 7.041 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6B | 32.3B | 48% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 7.85 | 15.41 | 51% |
| Returns for 3 years | 44.45 | 52.39 | 85% |
| Returns for 5 years | 41.16 | 59.60 | 69% |
| Returns for 10 years | 121.65 | 104.46 | 116% |
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